STEP-BY-STEP STARTER GUIDE

Not sure where to begin or if you even need an investment adviser? Our 4 step process will help determine if Park and Elm is right for you.

INTRODUCTORY MEETING

In this complimentary evaluation, we listen to you and learn your goals. We then educate you on our approach, gather necessary data, and officially begin our relationship.

Start Here!

REVIEW/ANALYSIS

We review your current situation to match your personal risk tolerance with your investment strategy.

RECOMMENDATION AND PLAN OF ACTION

After we’ve completed our initial analysis, we begin developing a disciplined approach for achieving your specific short- and long-term goals.

COMMUNICATE AND CONTINUOUSLY
MANAGE PORTFOLIO

Once you become one of our clients, we never stop working with you to ensure your success. We meet regularly to adjust our approach according to your evolving goals and consistently update you on progress.

Let’s get started!

The security of your financial future cannot be overstated. Park and Elm is composed of client-focused professionals armed with the most comprehensive market data and today’s most powerful technology. Your best interests are our only mission.

WE ARE HERE TO HELP

Contact Park and Elm to learn more about how we can start solidifying your financial security today.